Is your financial advisor on top of your portfolio?

You've trusted your wealth to your financial advisor. But how do you know they're doing their best during stock market crashes and help you grow your wealth?

When did you last hear from your financial advisor?

It’s at times like these that you need to have an expert on your side to ensure you stay on course with your goals.

When did you last hear from your financial advisor?

Did your advisor get you tax credits with the recent stock market crash?

Not doing tax-loss harvesting during market drops is like leaving money on the table. Whenever your portfolio has assets that are at a loss, your advisor should sell them and get you a tax credit. With this tax credit you can lower your taxes on income and capital gains.

Did your advisor get you tax credits with the recent stock market crash?

When did your advisor last optimize your portfolio to be aligned with your goals?

Having a well-balanced portfolio ensures that you are prepared to handle market upsets and stay aligned with your financial goals.

When did your advisor last optimize your portfolio to be aligned with your goals?

Your financial advisor should be using Overlay

Automated portfolio management

Advisors using Overlay can monitor all of their clients' portfolios 24/7. With automated trade suggestions, Overlay ensures that your financial advisor is always on top of your portfolio.

More frequent communication

We believe that you need to always be in the know of what's happening with your portfolio. Financial advisors using Overlay have over 100 touch points with their clients per year.

More time available for you

By automating the portfolio management process, your financial advisor has more time to spend with you and help you better in achieving your goals and listening to your concerns.

Get regular updates from your financial advisor

We have made it super easy for your financial advisor to send you updates for your portfolio.

Get regular updates from your financial advisor

Invite your advisor to use Overlay

Want your advisor to be on top of your portfolio and always keep you up to date? Let them know that they should be using Overlay!